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Forthright Family Wealth Advisory LLC

● SEC registered since 2019CRD 304547SEC# 801-117159Houston, TX
Export (members)
Reg. AUM
$202.6M
Employees
2
Accounts
228
Location
Houston, TX

Forthright Family Wealth Advisory LLC assets under management

Forthright Family Wealth Advisory LLC is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2019. It reports $202.6 million in regulatory assets under management and employs 2 people.
www.forthrightwealth.comView on SEC.gov ↗

Forthright Family Wealth Advisory LLC owners & executives

7 reported
NameTitleOwnershipSince
Keen Holdings LP ControlManagerOver 75%2019
Neal David Carlson ControlManaging Member, Ceo, CcoUnder 5%2019
Keen Family TrustLimited PartnerOver 75%2019
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Frequently asked questions

How much does Forthright Family Wealth Advisory LLC manage?

Forthright Family Wealth Advisory LLC reports $202.6 million in regulatory assets under management on its Form ADV.

How many employees does Forthright Family Wealth Advisory LLC have?

Forthright Family Wealth Advisory LLC reports 2 employees.

Where is Forthright Family Wealth Advisory LLC located?

Forthright Family Wealth Advisory LLC is based in Houston, TX and has been SEC-registered since 2019.

Does Forthright Family Wealth Advisory LLC disclose fund performance?

Forthright Family Wealth Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address825 Town & Country Ln., 12th Fl., Houston, TX 77024
Phone713-510-3510
Office hoursBy Appt
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$202.6M
Non-discretionary$36K
Total (RAUM)$202.6M